Dave Hill, CFA, CFP®
Senior Wealth Analyst
Dave helps to develop and implement comprehensive investment and wealth planning strategies that are integrated, tax-efficient and tailored to achieve each client’s unique goals. To his work, Dave brings more than a decade of experience in financial services, focused on ultra-high-net-worth clients and their families. He specializes in helping entrepreneurs manage their personal wealth as they grow their business.
At LNW, Dave is involved in all aspects of client account management and wealth planning. Among other things, he works closely with LNW wealth managers to maintain the appropriate asset allocation strategy within client investment portfolios, to conduct ongoing sustainability analysis that guides the client’s long-term wealth plan, and to propose solutions that enhance the overall client relationship. Prior to joining LNW, Dave was a client advisor at Legacy Advisors and portfolio manager at Miller Investment Management.
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A. in Business Administration, James Madison University